Quantinno

New York, United States
Personalized investment solutions are provided for taxable investors.

About Quantinno

Quantinno is a Financial Services company based in New York (United States). Personalized investment solutions are provided for taxable investors. It operates on a Managed Services model. Quantinno offers products and services including DEALS Core, DEALS Exchange, and DEALS Overlay. Its focus areas include Financials, Investment Management and Asset Management.

Company details

Investment solutions focused on tax-loss harvesting are offered by Quantinno. Longshort managed accounts are designed to maximize after-tax wealth for clients. Services include building tax-efficient equity portfolios, diversifying concentrated stocks, and enhancing productivity of existing assets. The financial sector is primarily served with innovative strategies in systematic investing.

  • Headquarters New York, United States
  • Sectors
    Financial Services
  • Email
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  • Website quantinno.com
  • Social LinkedIn
Operational Areas

Products & Services of Quantinno

Quantinno offers a comprehensive portfolio of products and services, including DEALS Core, DEALS Exchange, and DEALS Overlay.

DEALS Core
Investment Solution

Tax-efficient equity portfolios are built for clients.

DEALS Exchange
Investment Solution

Concentrated portfolios are diversified in tax-efficient ways.

DEALS Overlay
Investment Solution

Existing assets are held with added tax benefits.

People of Quantinno

9 people are tracked at Quantinno (8 in leadership, 1 in team).

NameRoleGroup
Eric Bloom
Managing DirectorLeadership
Albert Kim
Head Of Portfolio Management & ResearchLeadership
Todd Saunders
Chief Operating OfficerLeadership
Hoon K.
Founder, Managing Principal, Chief Investment OfficerLeadership
Charles Bulinski
Head Of Portfolio ImplementationLeadership
Sinan K.
Managing DirectorLeadership
David Hu
Executive Director, Investor RelationsLeadership
Matt Gombos
Head Of TalentLeadership
Grace Morrissey
Talent Aquisition AssociateTeam
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  • Team structure
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Top companies in Asset Management

3 companies that operate in the same segment as Quantinno (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Frequently Asked Questions about Quantinno

Quantinno is headquartered in New York, United States. It is registered at New York, New York, United States.

Investment solutions focused on tax-loss harvesting are offered by Quantinno. Longshort managed accounts are designed to maximize after-tax wealth for clients. Services include building tax-efficient equity portfolios, diversifying concentrated stocks, and enhancing productivity of existing assets. The financial sector is primarily served with innovative strategies in systematic investing.

Quantinno offers DEALS Core, DEALS Exchange, and DEALS Overlay.

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